Mission Statement: To provide financial services that will help a person reach their goal of financial stability, security and safety.
I have worked for almost 30 years as a CPA, and the last 10+ years in the financial advisory field. Over the years, I've worked hard to obtain the best professional training and adhere to high ethical standards. Each client is unique and we will work closely to be sure you get the results you are seeking. Part of our time together will be spent making sure you understand your particular financial situation. I have learned over the years that the informed client is actively involved in the process which results in higher satisfaction.
My biggest compliment next to a referral is the invitation to handle the tax and financial affairs of your children; I would like to turn your next generation into a life-time client in order to help you and your family reach your financial goals.
Favorite pastimes: Now that both children are pursuing their own careers and graduate school education, I'm making an "empty nest" with my husband, John, here in beautiful South Florida. Between keeping up with the ever changing lives of my family, I like to swim, walk, and read the latest best seller.